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Burkett Financial Services’s Ally Financial ALLY Stock Holding History

Burkett Financial Services’s Portfolio ALLY Stock Details ALLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-25
Closed -$1.13K – 249
2025
Q4 		$1.13K Buy
+25
New +$1.03K ﹤0.01% 221

Other funds holding ALLY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Burkett Financial Services's ALLY Position: Q1 2026 in Review

Burkett Financial Services sold out of Ally Financial (ALLY) in Q1 2026, closing a stake of 25 shares — an estimated $1.13K sold.

Burkett Financial Services first reported a position in ALLY in Q4 2025 and held it in 1 quarter. The position peaked at $1.13K in Q4 2025. 579 funds tracked by Wall St. Rank hold ALLY as of Q1 2026.

  • Burkett Financial Services reported no remaining Ally Financial position as of Q1 2026 after selling out during the quarter.
  • Burkett Financial Services sold 25 Ally Financial shares in Q1 2026, an estimated $1.13K.
  • Burkett Financial Services first reported a position in Ally Financial in Q4 2025 and held it in 1 quarter.
  • Burkett Financial Services's Ally Financial position peaked at $1.13K in Q4 2025.
  • 579 funds tracked by Wall St. Rank held Ally Financial as of Q1 2026.

Based on Burkett Financial Services's 13F filing for Q1 2026, filed 1 Apr 2026.